Questions tagged [notes]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
0 votes
0 answers
43 views

Salesforce Report Options for Notes and Attachments with a Custom Object

I have a requirement to show a report for notes and attachments which are associated with a parent custom object. with salesforce reports its a limitation and we cannot link notes and attachments with ...
  • 7,685
0 votes
0 answers
27 views

How do I prevent a Note from being edited?

Once a Note record is created in Salesforce, I would like to prevent that note from being edited by any user. I tried this code but it is not working as I am still able to edit a note and the error ...
  • 15
0 votes
1 answer
50 views

What is the limit (length) of an order's notes?

When I am adding a note to an order. order.addNote('Title of the note', JSON.stringify(result, null, 2)); I am getting this error: Text length 4103 > 4000 I didn't find any explanation for this in ...
0 votes
0 answers
23 views

Migrate Notes from org source to target

i am trying to migrate Notes from org source to Target and i am facing an issue with the field Body: some notes contain body with line breaks like this : Titres : - Mon imagier des animaux - Je ...
1 vote
1 answer
68 views

Add a customField to ContentVersion

TLDR: How do I retrieve a ContentVersion Object by customfield (jsforce or SOQL) and then how would I then populate that customfield? More below: I need a way to keep track of notes between two ...
  • 115
0 votes
0 answers
14 views

Access note created by senior user under account

One of my colleague is facing issue with in the client's org. Like below: There are two users(JuniorUser, SeniorUser) with same profile(UserProfile1) with Salesforce license. JuniorUser reports to ...
0 votes
1 answer
72 views

How do I find Size of Note Object in Salesforce Using API

Note object doesn't have any property which can give it's size while using SOQL Query. Is there a way, I can calculate the size of Note using API.
0 votes
0 answers
92 views

I want to add notes in aura component and display it to user without using sobject. a user should able to save everyday notes with date

<aura:component implements="flexipage:availableForAllPageTypes,flexipage:availableForRecordHome" access="global"> <aura:handler name="init" value="{! this }&...
0 votes
2 answers
491 views

How to import Note(Note) for existing contacts

I have many contacts, need to connect existing notes from .csv file. To import the note will I need to use the Note(Note) object or Note(ContentNote)? I need help to import notes from CSV file for ...
  • 179
0 votes
1 answer
147 views

'Enable Notes' strange behaviour

When in Notes Settings 'Enable Notes', there are some strange situation. They stop appear like Note records, and i don't know what object they represent now. And, logically, they don't appear in '...
  • 41
0 votes
2 answers
347 views

Migrating Notes Into Salesforce

I am trying to migrate notes from another CRM into Salesforce. Based on the salesforce documentation (link below) it seems to imply I need to have my notes in text file format to import them into the ...
0 votes
0 answers
485 views

Unable to create notes for task object in Community, Invalid Cross Reference Key

I have a screen flow that takes some input from the users on case screen and creates a task on case and then creates a note on the task created in previous step. Issue is, when i am trying to do this ...
  • 19
1 vote
2 answers
1k views

Enhanced Notes in salesforce Lightning

We have enabled the Enhanced Notes in our Instance and added the related list in to the page layout. When our users add a note using the enhanced notes other users can only view them and cannot edit ...
  • 649
0 votes
0 answers
112 views

How to export content note for other users via data loader

When I export Content Notes via Data Loader I only get the records I own. How can I export ContentNotes for other users? Here is the query: Select Content, ContentSize, CreatedById, CreatedDate, ...
0 votes
2 answers
576 views

New Note saved in a Note&Attachment relatedList

I want to save a new Note to a Lead via apex. I create a new Note : Note n = new Note(); n.Body = body; n.Title=title; n.ParentId = Id.valueOf(s); // Lead Id n.IsPrivate = false; Insert n; But ...
  • 1,015
1 vote
1 answer
233 views

CreatedById Doesnt Work

I am currently developing an external application that uses the Salesforce REST API to consume. The POST method to the endpoints /services/data/v47.0/sobjects/ContentNote&& /services/data/...
0 votes
1 answer
31 views

Notes & Files related questions

Have a few queries regarding the new Notes . I have searched a few documentation . But havn't foun how this can be removed? How can we restrict Notes sharing option for any particular profile?
0 votes
2 answers
1k views

Trigger on ContentDocument/ContentVersion Firing before "After Insert"

So I've seen related questions to this about triggers not firing on ContentDocument, however my trigger is firing - just before the record is saved. I am trying to make an After Insert Trigger on ...
  • 501
0 votes
1 answer
33 views

Notes not getting saved due to html characters

I am trying to escape all html characters with this function : strNotes.replace(/&/g,'&amp;').replace(/'/g,'&apos;').replace(/"/g,'&quot;').replace(/</g,'&lt;').replace(/>/...
1 vote
0 answers
141 views

How to restrict user from adding images to Enhanced Notes in Lightning for some custom objects

Is it possible to restrict user from adding images in the Enhanced Notes for specific custom objects. The image button is highlighted as shown in the below image. As we in Lightning have requirements ...
  • 53
1 vote
1 answer
333 views

How to remove Notes & Attachments from all layouts now that I have Files and Enhanced Notes?

Is there an easier way than to go to each Page Layout in Salesforce and remove manually from each? like maybe to un check something on the profile or the User? I already have Files and also Enhanced ...
0 votes
0 answers
197 views

While converting classic notes to Lightning enhanced Content Notes getting UNSAFE_HTML_CONTENT error on versionData field.!

We are migrating from Classic to Lightning, In this process we are converting classic Notes to Lightning supported Note (ContentVersion). We have a batch which does this job, getting below error: ...
  • 497
2 votes
1 answer
2k views

Inserting of Notes using Workbench

When I try to insert a note using Workbench, I get the following error: "UNKNOWN ERROR: Too many object types to load: 146." with the following fields rendered: Body IsPrivate OwnerID ParentID If I ...
  • 61
6 votes
1 answer
9k views

Export and Import of Salesforce Files and Notes from one production org to another production org

I have completed a data export of an org we acquired through the following steps: In Setup, navigate to Data Management | Data Export Click on either Export Now or Schedule Export button, whichever ...
-2 votes
2 answers
719 views

Trying to prevent deletion of a Note with a before delete trigger. Below code is not working [closed]

Please find the below code: trigger DeleteNote on Note (before delete) { for(Note N : trigger.old){ if(Trigger.isDelete){ N.adderror('Note Cannot be deleted'); } ...
  • 1
0 votes
1 answer
230 views

Notes. Mass Upload. Hitting some limit and getting "Note can't be saved"

I'm doing data migration and need to upload ~500k Notes. 192k Notes were uploaded and now I'm getting Note can't be saved error via API and Note contains characters that can't be saved when trying to ...
  • 4,320
0 votes
1 answer
84 views

How to attach files related to SObject in the LEX Email composer?

At the moment, it is not possible to use files attached to an SObject under the Notes and Attachment (through the Attachment API) in the LEX Email composer. The need to download these files and re-...
  • 1,652
0 votes
1 answer
502 views

Is it possible to add a mass quick action/button to Account listview to create a Note?

I created a new quick action to Add a Note on the Account object, but even though I go to the Search layout/List this action is not available there. Is it possible to do this? I would like to select ...
  • 1,413
1 vote
1 answer
362 views

Note related list on Account does not show any input

I try to find the object for the Note related list on Account (NOT the notes and attachments list!). We have input in Notes, but when I query on the standard object Note no data is shown. Where can I ...
1 vote
2 answers
2k views

"Note can't be saved" error on ContentNote insert

I'm trying to create ContentNote records from Note ones but it's always giving me this particular error: FATAL_ERROR System.UnexpectedException: Note can't be saved Code: List<Note> noteLIST ...
  • 803
1 vote
0 answers
584 views

Permission missing for creating Notes in Lightning Experience

I have a custom link to redirect the user to create a new note. In Salesforce classic, the custom link works and the user is able to create a note. When I switch to Lightning Experience and click the ...
0 votes
0 answers
63 views

Notes and Attachment Issues

I have a Custom Object record that I went ahead and added an image attachment to and I also created a note related to that user. I am having two problems: 1) I tried using this solution in the dev ...
  • 1,030
0 votes
0 answers
231 views

Unable to view the complete PDF document in salesforce classic Preview and Lightning Quick View

We have PDF document attached in the Opportunity notes and attachment section in salesforce. When we click on Preview in salesforce classic it wont show us Page 5 and 6 of the PDF. Similarly, In ...
2 votes
1 answer
731 views

Possible to Prevent Users from Deleting Their Own Notes

I have enabled Notes from "Note Settings" and am using them with Accounts I understand that access to notes is controlled by access to the associated object/record, and sharing settings for the note. ...
0 votes
0 answers
336 views

Partner portal user unable to see notes created by Salesforce users on leads

Leads have been passed from Salesforce users to Partner portal user but Partner portal users with Partner community license are unable to see notes created by Salesforce users on the lead however ...
  • 151
3 votes
1 answer
77 views

How to verify in APEX if the organization has notes enabled?

To be more specific, I am talking about the 'new' notes introduced with the Summer '15 release link Would it be enough to verify if ContentNote is available by using: Boolean isNotesEnabled = ...
2 votes
1 answer
636 views

Magic Mover Conversion Tool

I installed the Magic Mover conversion tool. We're looking to convert in sandboxes first then convert our production environment. I tested 1 record in our partial sandbox. Magic mover worked just fine....
2 votes
1 answer
771 views

Exporting Related Object Records - Bulk Api / DataLoader

I am looking to export only case comments and notes related to particular standard and custom objects. Ex: All CaseComments for cases of a particular record type. All notes for a custom object with a ...
  • 1,941
2 votes
2 answers
232 views

Custom exception on Enhanced Notes

I need to write a trigger on a Enhanced Notes ( which are stored as ContentNote records ). I need to match a certain text in the note body and then show the custom exception on the note component ...
0 votes
1 answer
167 views

When converting Classic Notes to Enhanced Notes -- what object do the Converted Classic Notes live on?

I can't find them on ContentVersion or ContentDocument. If I create a NEW Enhanced Note, those live on ContentNote. But what about the converted ones? They are no longer on the Note object either.
1 vote
2 answers
1k views

Content Notes from CSV not uploading via Data Loader

We are attempting to upload a CSV containing local drive links to text files and html files. We want these to become "Content Notes". Data Loader keeps throwing errors when we attempt to upload (see ...
0 votes
1 answer
1k views

Data Loader not exporting notes despite records in system

While we are able to export other objects, and can see Notes in the system under Contact records, Data Loader exports only headers and no records under Export All. We are using the "Notes" and "Files" ...
0 votes
0 answers
922 views

Notes and Attachments permissions

I thought the standard "notes and attachments" section inherited the permissions from the object its under. For instance, I have "Create" permission attributed to the Account object and I have able to ...
  • 337
0 votes
1 answer
3k views

What's the difference between "Files" and "Notes & Attachments" related Lists? [duplicate]

What's the difference between "Files" and "Notes & Attachments" related Lists? They seem to be a carbon copy of each other whenever I upload a file to one or the other.
  • 337
4 votes
1 answer
2k views

ContentNote not inserting

I am trying to insert a new ContentNote and link it to an opportunity with ContentDocumentLink. However, after inserting the content note, the ID returns as NULL, so referencing it in the ...
0 votes
2 answers
7k views

Error with ContentDocumentLink insert

I am receiving this error when I try to create a Note and inserting it to an opportunity. The opportunity is valid and there is no documentation of requiring the field, "document" for ...
0 votes
1 answer
634 views

How can I add a free form text field to the contact details page

I'd like to have a text field maybe 80x8 characters on the Contacts page just to make quick notes without having to go to the related tab and create a note. Do other people have this need, and if so, ...
0 votes
0 answers
180 views

Partner Community User to see Notes RL

I am trying to show the Notes Related List on community page for a user having Partner Community user license, but its not coming up. Also, I want to add notes from community which I want to share ...
  • 377
0 votes
1 answer
763 views

ContentNote not showing correctly

I'm linking a ContentNote to a Lead object, but the notes that i've been making are showing symbols like "��br��z{^�Ʃx{f" instead of what is provided in the post call to the api. Any ideas on why ...
0 votes
0 answers
260 views

How to restrict specific profiles to create note

I need to restrict users with a specific profile to create Note in Salesforce for under lead object. I know that Note object will inherit access level from parent Lead. I need lead to be accessible ...
  • 692